Daphne Ong

Financial Planning Administrative Support Associate

Daphne joined us in 2018, bringing years of experience from a large insurance carrier with her. She supports clients, acting as a liaison between them and insurance companies, while also maintaining files and the internal contact management system.

Daphne prides herself on making the client experience feel easy and seamless, from executing administrative tasks to providing client support.

Outside of work, Daphne enjoys cooking, baking, knitting, crocheting and listening to audio books.

Education:
Diploma in Office Administration, BCIT
Life License Qualification Program (LLQP)
Designations:
Fellow, Life Management Institute (FLMI), LOMA
Associate, Customer Service (ACS), LOMA
Associate, Insurance Agency Administration (AIAA), LOMA

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